Publishing Product Listing
How do I set up the Deal Registration tab on Wetransact portal?
5 min
gaining access to the deal registration tab in wetransact ensures you can register and track sales opportunities directly in the portal setting this up now enables smooth deal registrations in the future 🟣 referral admin user rights the referral admin role is required to enable and configure the deal registration tab in the wetransact portal only a global admin can assign you the referral admin's user rights please check the loom below to understand how to assign referral admin user rights once you have been granted referral admin user rights, you need to log in to wetransact to give consent 🟣 login and give consent once you have the user right, please look at the screenshot below then log in to the wetransact portal and go to the deal registration section there, click on " login and give consent " 🟣 sign in with your microsoft account you will see a pop up to sign in after clicking on login and give consent please ensure you sign in with the correct email step 7 screenshot once you sign in, it will set up the deal registration tab, and you will be able to register your deals directly in the wetransact portal once you sign in, it will set up the deal registration tab, and you will be able to register your deals directly in the wetransact portal if you encounter any error, please follow this